Humana
542 hedge funds and large institutions have $20.3B invested in Humana in 2014 Q4 according to their latest regulatory filings, with 89 funds opening new positions, 136 increasing their positions, 228 reducing their positions, and 35 closing their positions.
154% more first-time investments, than exits
New positions opened: 89 | Existing positions closed: 35
10% more funds holding
Funds holding: 492 → 542 (+50)
7% more capital invested
Capital invested by funds: $18.9B → $20.3B (+$1.41B)
1.77% less ownership
Funds ownership: 93.93% → 92.16% (-1.8%)
8% less funds holding in top 10
Funds holding in top 10: 12 → 11 (-1)
31% less call options, than puts
Call options by funds: $390M | Put options by funds: $569M
40% less repeat investments, than reductions
Existing positions increased: 136 | Existing positions reduced: 228
Top Buyers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
American Century Companies
Kansas City,
Missouri
|
+$100M |
| 2 |
First Eagle Investment Management
New York
|
+$62M |
| 3 |
Capital Research Global Investors
Los Angeles,
California
|
+$59.4M |
| 4 |
AQR Capital Management
Greenwich,
Connecticut
|
+$45.9M |
| 5 |
WCM
Wedge Capital Management
Charlotte,
North Carolina
|
+$45.7M |
Top Sellers
| Rank | Fund | Capital Flow |
|---|---|---|
| 1 |
GCM
Glenview Capital Management
New York
|
-$384M |
| 2 |
Hotchkis & Wiley Capital Management
Los Angeles,
California
|
-$97.5M |
| 3 |
JP Morgan Chase
New York
|
-$86.1M |
| 4 |
EC
Eminence Capital
New York
|
-$73.2M |
| 5 |
UOC
UBS O'Connor
Chicago,
Illinois
|
-$64M |
| Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|
576
Northwestern Mutual Wealth Management
Milwaukee,
Wisconsin
| – | -$4K | -31 | Closed |
|
|
PTC
577
Private Trust Company
Cleveland,
Ohio
| – | -$2K | -13 | Closed |
|
|
BBHC
578
Brown Brothers Harriman & Co
New York
| – | -$1K | -8 | Closed |
|
HUM Hedge Fund Activity: Q4 2014 in Review
542 of the 3,749 institutional investors tracked by Wall St. Rank reported a position in Humana (HUM) for Q4 2014, worth a combined $20.3B — up 7.5% from $18.9B a quarter earlier.
Buyers outnumbered sellers: 89 funds opened new HUM positions and 35 closed out — a net gain of 54 holders — while 136 added to existing stakes and 228 trimmed.
The largest buyer was American Century Companies, adding an estimated $100M. The largest seller was Glenview Capital Management, cutting an estimated $384M.
- 542 institutional investors held Humana (HUM) as of Q4 2014, up from 492 in Q3 2014.
- Funds reported $20.3B of Humana stock for Q4 2014, up 7.5% quarter-over-quarter.
- 89 funds opened new Humana positions in Q4 2014 and 35 closed out, a net change of +54 holders.
- The largest Humana buyer in Q4 2014 was American Century Companies, an estimated $100M added.
- The largest Humana seller in Q4 2014 was Glenview Capital Management, an estimated $384M sold.
Based on aggregated 13F filings for Q4 2014.